STUDEBAKER NATIONAL MUSEUM INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
STUDEBAKER NATIONAL MUSEUM INC (EIN 35-1555535)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-09
IRS object ID
201613149349300301
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-09T05:53:59-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351794199PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEIDNER AND COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 668AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationINStateAbbreviationCd
ZIP465631878ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351555535EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STUDEBAKER NATIONAL MUSEUM INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTUDBusinessNameControlTxt
Phone5742359714PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 S CHAPIN STREETAddressLine1Txt
CitySOUTH BENDCityNm
State AbbreviationINStateAbbreviationCd
ZIP46601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN FARRELLPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5742359714PhoneNum
Signature2016-09-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAD J MCDONALD CPAPreparerPersonNm
PTINP01244574PTIN
Phone5749368866PhoneNum
Preparation2016-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN FARRELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 S CHAPIN STAddressLine1Txt
CitySOUTH BENDCityNm
State AbbreviationINStateAbbreviationCd
ZIP46601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,390,917GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STUDEBAKERMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO OPERATE A HISTORICAL MUSEUM WHICH PROVIDES HOUSING, DISPLAY AND RESTORATION FACILITIES FOR A COLLECTION OF VEHICLES, ARCHIVES AND RELATED ITEMS.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers37TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$499,451PYContributionsGrantsAmt
CY Contributions Grants$604,346CYContributionsGrantsAmt
PY Program Service Revenue$126,770PYProgramServiceRevenueAmt
CY Program Service Revenue$145,855CYProgramServiceRevenueAmt
PY Investment Income$17,725PYInvestmentIncomeAmt
CY Investment Income$20,190CYInvestmentIncomeAmt
PY Other Revenue$474,009PYOtherRevenueAmt
CY Other Revenue$427,381CYOtherRevenueAmt
PY Total Revenue$1,117,955PYTotalRevenueAmt
CY Total Revenue$1,197,772CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$479,632PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$550,958CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,347CYTotalFundraisingExpenseAmt
PY Other Expenses$559,649PYOtherExpensesAmt
CY Other Expenses$717,963CYOtherExpensesAmt
PY Total Expenses$1,039,281PYTotalExpensesAmt
CY Total Expenses$1,268,921CYTotalExpensesAmt
PY Revenues Less Expenses$78,674PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$71,149CYRevenuesLessExpensesAmt
Total Assets BOY$2,222,422TotalAssetsBOYAmt
Total Assets EOY$2,182,008TotalAssetsEOYAmt
Total Liabilities BOY$106,188TotalLiabilitiesBOYAmt
Total Liabilities EOY$136,923TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,116,234NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,045,085NetAssetsOrFundBalancesEOYAmt
MissionTO OPERATE A HISTORICAL MUSEUM WHICH PROVIDES HOUSING, DISPLAY, AND RESTORATION FACILITIES FOR A COLLECTION OF VEHICLES, ARCHIVES, AND RELATED ITEMS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$800,545ExpenseAmt
Revenue$145,855RevenueAmt
DescTO PROVIDE A FACILITY FOR THE CARE AND EXHIBITION OF STUDEBAKER VEHICLES AND MEMORABILIA COLLECTION.Desc
Total Program Service Expenses$800,545TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G2IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee19EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBONNIE OSWALDPersonNm
Phone5742359714PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 S CHAPIN STAddressLine1Txt
CitySOUTH BENDCityNm
State AbbreviationINStateAbbreviationCd
ZIP46601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
REBECCA BONHAM
EXECUTIVE DI40.00Yes (X)$94,070$0$0
DAVID J BARRY
BOARD MEMBER2.00Yes (X)$0$0$0
WALT BOTICH
BOARD MEMBER2.00Yes (X)$0$0$0
DEBORAH CAFIERO
BOARD MEMBER2.00Yes (X)$0$0$0
TOM CURTIS
BOARD MEMBER2.00Yes (X)$0$0$0
ROBERT DECLEENE
1ST VICE PRE5.00Yes (X)$0$0$0Yes (X)
BRAD EMBERTON
2ND VICE PRE5.00Yes (X)$0$0$0Yes (X)
BECKY EMMONS
BOARD MEMBER2.00Yes (X)$0$0$0
JOHN FARRELL
TREASURER8.00Yes (X)$0$0$0Yes (X)
DR THOMAS FELGER
SECRETARY5.00Yes (X)$0$0$0Yes (X)
DAVID FISCHGRUND
BOARD MEMBER2.00Yes (X)$0$0$0
PATRICK FLYNN JR
BOARD MEMBER2.00Yes (X)$0$0$0
STEVEN HAINES
BOARD MEMBER2.00Yes (X)$0$0$0
CHARLES HAYES
BOARD MEMBER2.00Yes (X)$0$0$0
MICHAEL KENDZICKY
BOARD PRESID10.00Yes (X)$0$0$0Yes (X)
EDWARD LEVY
BOARD MEMBER2.00Yes (X)$0$0$0
CHARLES LOVING
BOARD MEMBER2.00Yes (X)$0$0$0
MARK MCDONNELL
PRESIDENT EM2.00Yes (X)$0$0$0Yes (X)
CYNTHIA MILLER
BOARD MEMBER2.00Yes (X)$0$0$0
STEVE NEESER
BOARD MEMBER2.00Yes (X)$0$0$0
CRAIG NOWICKI
BOARD MEMBER2.00Yes (X)$0$0$0
LEO PRIEMER
BOARD MEMBER2.00Yes (X)$0$0$0
MICHAEL PALMER
BOARD MEMBER2.00Yes (X)$0$0$0
DAVID RELOS
BOARD MEMBER2.00Yes (X)$0$0$0
JIM ROBERTS
BOARD MEMBER2.00Yes (X)$0$0$0
PATRICK RUSZKOWSKI
BOARD MEMBER2.00Yes (X)$0$0$0
DANIEL SMOGOR
BOARD MEMBER2.00Yes (X)$0$0$0
JOHN STRATIGOS
BOARD MEMBER2.00Yes (X)$0$0$0
NYAL WEAVER
BOARD MEMBER2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$94,070TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$26,588MembershipDuesAmt
All Other Contributions$577,758AllOtherContributionsAmt
Noncash Contributions$104,053NoncashContributionsAmt
Total Contributions$604,346TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMISSIONSDesc
Business900099BusinessCd
Total Revenue Column$145,855TotalRevenueColumnAmt
Related Or Exempt Func Income$145,855RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$145,855TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,190TotalRevenueColumnAmt
Exclusion$20,190ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$28,715RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$28,715RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,715TotalRevenueColumnAmt
Exclusion$28,715ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$227,014FundraisingGrossIncomeAmt
Fundraising Direct Expenses$61,641FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$165,373TotalRevenueColumnAmt
Exclusion$165,373ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$63,437GamingGrossIncomeAmt
Gaming Direct Expenses$38,882GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,555TotalRevenueColumnAmt
Related Or Exempt Func Income$24,555RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$188,523GrossSalesOfInventoryAmt
Cost Of Goods Sold$92,622CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$95,901TotalRevenueColumnAmt
Related Or Exempt Func Income$95,901RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$112,837TotalRevenueColumnAmt
Related Or Exempt Func Income$112,837RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$112,837OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,197,772TotalRevenueColumnAmt
Related Or Exempt Func Income$379,148RelatedOrExemptFuncIncomeAmt
Exclusion$214,278ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$516,290TotalAmt
Program Services$258,145ProgramServicesAmt
Management And General$258,145ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$34,668TotalAmt
Program Services$17,334ProgramServicesAmt
Management And General$17,334ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,692TotalAmt
Program Services$5,846ProgramServicesAmt
Management And General$5,846ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$20,959TotalAmt
Program Services$10,480ProgramServicesAmt
Management And General$10,479ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,262TotalAmt
Program Services$6,131ProgramServicesAmt
Management And General$6,131ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,419TotalAmt
Program Services$6,210ProgramServicesAmt
Management And General$6,209ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$67,399TotalAmt
Program Services$67,399ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$40,283TotalAmt
Program Services$20,142ProgramServicesAmt
Management And General$20,141ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
EXHIBITS & RESTORATION$245,245$244,020$1,225
UTILITIES$129,765$64,883$64,882
MAINTENANCE$61,983$30,992$30,991
FACILITY RENT EXPENSE$26,030$13,015$13,015

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$89,926TotalAmt
Program Services$55,948ProgramServicesAmt
Management And General$32,856ManagementAndGeneralAmt
Fundraising$1,122FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,268,921TotalAmt
Program Services$800,545ProgramServicesAmt
Management And General$466,029ManagementAndGeneralAmt
Fundraising$2,347FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$685,139BOYAmt
EOY$669,496EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,200BOYAmt
EOY$60,696EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$55,565BOYAmt
EOY$45,711EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,908BOYAmt
EOY$16,252EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,840,381LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,479,063LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,418,431BOYAmt
EOY$1,361,318EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$30,179BOYAmt
EOY$28,535EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,222,422BOYAmt
EOY$2,182,008EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$97,649BOYAmt
EOY$134,098EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,539BOYAmt
EOY$2,825EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$106,188BOYAmt
EOY$136,923EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,008,686BOYAmt
EOY$1,890,648EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$107,548BOYAmt
EOY$154,437EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,116,234BOYAmt
EOY$2,045,085EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,222,422BOYAmt
EOY$2,182,008EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$71,149ReconcilationRevenueExpnssAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$362,979CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$457,471CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$365,083CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$499,451CurrentTaxYearMinus1YearAmt
Current Tax Year$604,346CurrentTaxYearAmt
Total$2,289,330TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$362,979CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$457,471CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$365,083CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$499,451CurrentTaxYearMinus1YearAmt
Current Tax Year$604,346CurrentTaxYearAmt
Total$2,289,330TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,289,330PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,121CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,478CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,992CurrentTaxYearMinus1YearAmt
Current Tax Year$48,905CurrentTaxYearAmt
Total$233,328TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99,552CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,152CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$135,374CurrentTaxYearMinus1YearAmt
Current Tax Year$101,837CurrentTaxYearAmt
Total$510,584TotalAmt
FieldValueIRS element (for citing)
Total Support$3,033,242TotalSupportAmt
Gross Receipts Rltd Activities$510,652GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75470PublicSupportCY170Pct
Public Support PY1700.73780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
Explanation510,584ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$546,330BeginningYearBalanceAmt
Contributions$19,390ContributionsAmt
Administrative Expenses$3,104AdministrativeExpensesAmt
End Year Balance$562,616EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$471,120BeginningYearBalanceAmt
Contributions$76,845ContributionsAmt
Administrative Expenses$1,635AdministrativeExpensesAmt
End Year Balance$546,330EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$266,812BeginningYearBalanceAmt
Contributions$205,208ContributionsAmt
Administrative Expenses$900AdministrativeExpensesAmt
End Year Balance$471,120EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$218,970BeginningYearBalanceAmt
Contributions$47,959ContributionsAmt
Investment Earnings Or Losses$2,150InvestmentEarningsOrLossesAmt
Administrative Expenses$2,267AdministrativeExpensesAmt
End Year Balance$266,812EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$208,285BeginningYearBalanceAmt
Contributions$15,786ContributionsAmt
Investment Earnings Or Losses$3,410InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,410GrantsOrScholarshipsAmt
Administrative Expenses$5,101AdministrativeExpensesAmt
End Year Balance$218,970EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,000OtherCostOrOtherBasisAmt
Book Value$7,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,552,622OtherCostOrOtherBasisAmt
Depreciation$319,973DepreciationAmt
Book Value$1,232,649BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$148,688OtherCostOrOtherBasisAmt
Depreciation$55,157DepreciationAmt
Book Value$93,531BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,132,071OtherCostOrOtherBasisAmt
Depreciation$1,103,933DepreciationAmt
Book Value$28,138BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,361,318TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,406,737TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$15,820DonatedServicesAndUseFcltsAmt
Other Revenue$193,145OtherRevenueAmt
Revenue Not Reported$208,965RevenueNotReportedAmt
Revenue Subtotal$1,197,772RevenueSubtotalAmt
Total Revenue Per Form990$1,197,772TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,477,886TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$15,820DonatedServicesUseFcltsAmt
Other Expenses Included$193,145OtherExpensesIncludedAmt
Expenses Not Reported$208,965ExpensesNotReportedAmt
Expenses Subtotal$1,268,921ExpensesSubtotalAmt
Total Expenses Per Form990$1,268,921TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 1, PART III, LINE 1ATHE MUSEUM HAS IN ITS POSSESSION THREE CATEGORIES OF VEHICLES AS OF DECEMBER 31, 2015: (1) THE ORIGINAL COLLECTION OF FORTY-FIVE VEHICLES, ON LOAN FROM THE CITY OF SOUTH BEND; (2) FIFTY-EIGHT VEHICLES FROM INDIVIDUAL DONORS; AND (3) THIRTEEN VEHICLES ON LOAN FROM VARIOUS INDIVIDUALS. IN ADDITION, THERE ARE OTHER ARTIFACTS WHICH ARE ON LOAN FROM THE CITY OF SOUTH BEND AND CERTAIN INDIVIDUALS. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, VEHICLES AND OTHER ARTIFACTS DONATED OR PURCHASED ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION; EXPENDITURES OR RECEIPTS ARE INCLUDED IN EXHIBITS AND RESTORATION EXPENSE. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS AS NET ASSETS RELEASED FROM RESTRICTIONS. PROCEEDS FROM DEACCESSIONS ARE REPORTED AS INCREASES IN TEMPORARILY RESTRICTED NET ASSETS, AS THE FUNDS ARE TO BE USED IN A MANNER SIMILAR TO THE ORIGINAL RESTRICTION.
SCHEDULE D, PAGE 2, PART III, LINE 4TO OPERATE A HISTORICAL MUSEUM WHICH PROVIDES HOUSING, DISPLAY, AND RESTORATION FACILITIES FOR A COLLECTION OF VEHICLES, ARCHIVES, AND RELATED ITEMS.
SCHEDULE D, PAGE 2, PART V, LINE 4THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO SUPPORT THE EXEMPT PURPOSE OF STUDEBAKER NATIONAL MUSEUM, INC.
SCHEDULE D, PAGE 3, PART XTHE MUSEUM'S POLICY IS TO RECORD AN UNRECOGNIZED TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. INTEREST AND PENALTIES RELATED TO GROSS UNRECOGNIZED TAX BENEFITS WOULD BE INCLUDED WITHIN THE PROVISION FOR INCOME TAXES. TO THE EXTENT ACCRUED INTEREST AND PENALTIES DO NOT ULTIMATELY BECOME PAYABLE, AMOUNTS ACCRUED WOULD BE REDUCED IN THE PERIOD THAT SUCH DETERMINATION IS MADE AND REFLECTED AS A REDUCTION OF THE OVERALL INCOME TAX PROVISION. THE MUSEUM DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2015. THE MUSEUM FILES A FEDERAL AND AN INDIANA STATE TAX RETURN. THE TAX YEARS THAT MANAGEMENT BELIEVES REMAIN SUBJECT TO EXAMINATION BY THE FEDERAL AND INDIANA TAX JURISDICTIONS DATE BACK TO THE YEAR ENDING DECEMBER 31, 2012.
SCHEDULE D, PAGE 4, PART XI, LINE 2DSPECIAL EVENT DIRECT REVENUE 193,145
SCHEDULE D, PAGE 4, PART XII, LINE 2DSPECIAL EVENTS DIRECT EXPENSES 193,145

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HALL OF CHAMPIOEvent1Nm
Gross Receipts Event1$203,308GrossReceiptsEvent1Amt
Gross Revenue Event1$203,308GrossRevenueEvent1Amt
Other Direct Expenses Event1$52,402OtherDirectExpensesEvent1Amt
Event2WINE DINNEREvent2Nm
Gross Receipts Event2$18,325GrossReceiptsEvent2Amt
Gross Revenue Event2$18,325GrossRevenueEvent2Amt
Other Direct Expenses Event2$7,808OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$5,381GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$5,381GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$1,431OthDirectExpnssOtherEventsAmt
Gross Receipts Total$227,014GrossReceiptsTotalAmt
Gross Revenue Total Events$227,014GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$61,641OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$61,641DirectExpenseSummaryEventsAmt
Net Income Summary$165,373NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Volunteer Labor BingofalseVolunteerLaborBingoInd
Volunteer Labor Pull TabsfalseVolunteerLaborPullTabsInd
Gross Revenue Other Gaming$63,437GrossRevenueOtherGamingAmt
Oth Direct Expnss Other Gaming$38,882OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingYes (true)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming1.00000VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$63,437GrossRevenueTotalGamingAmt
Oth Direct Expnss Total Gaming$38,882OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$38,882DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$24,555NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedINStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Individual With BooksBONNIE OSWALDIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 S CHAPIN STAddressLine1Txt
CitySOUTH BENDCityNm
State AbbreviationINStateAbbreviationCd
ZIP46601ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$98,618NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$900NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)DISCOUNTS1$535FAIR MARKET VALUE
Yes (X)GRAND PIANO1$400FAIR MARKET VALUE
Yes (X)AUTO STORAGE1$3,600FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE ORGANIZATION'S EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND DISCUSSES ITS CONTENTS WITH THE BOARD BEFORE THE RETURN IS FILED.
FORM 990, PAGE 6, PART VI, LINE 12CTHE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE BOARD REVIEW ALL VENDOR RELATIONSHIPS FOR POTENTIAL CONFLICTS OF INTEREST WITH KEY EMPLOYEES AND BOARD MEMBERS PRIOR TO PURCHASING GOODS AND/OR SERVICES.
FORM 990, PAGE 6, PART VI, LINE 15ATHE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, AND OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE FINANCE COMMITTEE WHICH IS TAKEN TO THE COMMUNITY-BASED BOARD FOR APPROVAL.
FORM 990, PAGE 6, PART VI, LINE 15BTHE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, AND OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE FINANCE COMMITTEE WHICH IS TAKEN TO THE COMMUNITY-BASED BOARD FOR APPROVAL.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9SPECIAL EVENT DIRECT REVENUE 193,145 SPECIAL EVENTS DIRECT EXPENSES -193,145
FORM 990, PAGE 12, PART XII, LINE 2CTHE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1STUDEBAKER NTL MUSEUM FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 S CHAPIN STAddressLine1Txt
CitySOUTH BENDCityNm
State AbbreviationINStateAbbreviationCd
ZIP46601ZIPCd
FieldValueIRS element (for citing)
EIN208028196EIN
Primary ActivitiesSOLICITPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status9PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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